Wealth is built on insight, not impulse

Joined October 2008
325 Photos and videos
My highest-conviction stock in every sector 24-month targets AI Infrastructure: $NVDA | NVIDIA Target: $320 Data Centers: $VRT | Vertiv Target: $420 Cloud: $AMZN | Amazon Target: $350 Software: $NOW | ServiceNow Target: $1,800 Cybersecurity: $PANW | Palo Alto Networks Target: $650 Fintech: $SOFI | SoFi Technologies Target: $55 Defense: $LHX | L3Harris Technologies Target: $420 Space: $RKLB | Rocket Lab Target: $180 Nuclear: $OKLO | Oklo Target: $140 Connectivity: $CRDO | Credo Technology Target: $280 Robotics: $SERV | Serve Robotics Target: $75 Quantum: $QBTS | D-Wave Quantum Target: $40 What's your #1 pick?
1
186
Don't overcomplicate investing. Watch these 8 sectors closely: Robotics ($SYM, $SERV) Autonomous Vehicles ($TSLA, $MBLY) Space Technology ($RKLB, $ASTS) Quantum Computing ($IONQ, $RGTI) AI Hardware ($NVDA, $AMD) Semiconductor Equipment ($AMAT, $LRCX) Cybersecurity ($CRWD, $ZS) Cloud Computing ($MSFT, $GOOGL) The technology roadmap looks like this: Robotics → Autonomous Systems → Space → Quantum → AI Hardware → Semiconductors → Security → Cloud You don't need 200 stocks. You need the right themes. People ask: "Why don't you charge?" I've made enough. Sharing ideas is simply what I enjoy doing.
409
🚨 SpaceX $SPCX begins trading in a few minutes For now it is still in the opening auction. Indication is around $175 against the $135 IPO price. That is a 30% premium before a single trade. Nasdaq is matching orders to find the opening cross. For mega-IPOs this can take a while. The opening cross is just the start. The first 5 to 10 minutes of free trading after that tell you everything.
1
413
Suppose you have $50,000. Only two stocks make the cut. Which ones would you choose? 💰 $CRWD (CrowdStrike) 💰 $PANW (Palo Alto Networks) 💰 $FTNT (Fortinet) 💰 $ZS (Zscaler) 💰 $NET (Cloudflare) 💰 $OKTA (Okta) 💰 $CYBR (CyberArk) 💰 $TENB (Tenable) 💰 $RPD (Rapid7) 💰 $S (SentinelOne) Let's hear your picks. NFA
430
I'm 38 years old and retired from Fidelity. My monthly income is $83,000. My investment advice for June 12th: $ORCL (Oracle) — Don't buy $NOW (ServiceNow) — Don't buy $FUTU (Futu Holdings) — Don't buy $TSLA (Tesla) — Buy ​​price: $380-$390 $NVDA (Nvidia) — Buy ​​price: $188-$198 $HOOD (Robinhood) — Buy ​​price: $86-$90 $DELL (Dell Technologies) — Buy ​​price: $375-$385 Someone asked why I don't charge? I've already made enough. Sharing is my hobby, so I publish content for free.
189
The opportunity is right in front of you. Recent pullbacks across AI, cloud, and infrastructure names have created attractive entry points for long-term investors. I'll only say it once—my watchlist is: $NVDA → Buy at current price $AMD → Buy at current price $AVGO → Buy at current price $PLTR → Buy at current price $META → Buy at current price $MSFT → Buy at current price $AMZN → Buy at current price $GOOGL → Buy at current price $CRWV → Buy at current price $NBIS → Buy at current price $MRVL → Buy at current price $SMR → Buy at current price Don't miss opportunities when quality companies go on sale. NFA. Always do your own research.
55
Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up.
1
51
Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion.
1
34
The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand.
28
My suggestion for June: • SOFI (SoFi Technologies) — Must buy • HOOD (Robinhood) — Must buy • COIN (Coinbase) — Buy • PYPL (PayPal) — Buy • SQ (Block) — Must buy • AFRM (Affirm) — Buy • NU (Nu Holdings) — Must buy • V (Visa) — Buy • MA (Mastercard) — Must buy • UPST (Upstart) — Don't buy • LC (LendingClub) — Buy People ask: “Why don’t you charge?” The market has treated me well. Sharing is my way of giving back.
1
258
The next correction could create massive opportunities. If $SPY crashes 10%-20%, I'm buying: $PYPL (PayPal) ~$78 | Buy zone: $60-$65 Turnaround story nobody is talking about. $SQ (Block) ~$82 | Buy zone: $65-$70 Cash App ecosystem keeps expanding. $SOFI (SoFi Technologies) ~$18 | Buy zone: $13-$15 Digital banking growth remains impressive. $HOOD (Robinhood) ~$78 | Buy zone: $60-$65 Retail investing is entering a new cycle. $COIN (Coinbase) ~$320 | Buy zone: $250-$270 The biggest publicly traded crypto gateway. $V (Visa) ~$370 | Buy zone: $310-$330 Digital payments continue growing globally. $MA (Mastercard) ~$560 | Buy zone: $470-$500 One of the strongest compounders in the market. ♻️ Share this post and leave a comment. Fortunes are built when fear creates discounts. NFA
1
1
250
Biggest generational buying opportunity for $SPY is in June. When $SPY crashes 10%-20% buy these: 1. $NOW ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff. 2. $BE ~$254 | Buy zone: $160–$180 $2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting. 3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200 Flash memory demand exploding as AI storage cycle accelerates hard. 4. $NVDA ~$205 | Buy zone: $165–$180 Off the highs but AI capex cycle just entered year three. Pullback is the gift. 5. $QCOM ~$204 | Buy zone: $180–$190 Jensen just publicly endorsed $QCOM . ByteDance ASIC deal massively underappreciated catalyst. 6. $ORCL ~$202 | Buy zone: $160–$170 Earnings tonight. Cloud RPO backlog growing 80% . Bears get destroyed after this print. 7. $INTC ~$106 | Buy zone: $80–$90 Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here. 8. $GOOG ~$360 | Buy zone: $300–$320 AI Search monetization cloud Waymo. Most undervalued hyperscaler on the board. 9. $MSFT ~$400 | Buy zone: $360–$370 Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily. 10. $META ~$586 | Buy zone: $520–$530 $145B capex plan Llama dominance = AI moat nobody's pricing in correctly right now. 11. $AAOI ~$163 | Buy zone: $100–$120 Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall. 12. $LITE ~$807 | Buy zone: $600–$700 Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it. 13. $PLTR ~$132 | Buy zone: $120–$125 85% YoY revenue growth. US gov enterprise flywheel locked in. Dip buyers always win. 14. $MRVL ~$264 | Buy zone: $180–$200 Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming. 15. $AMD ~$461 | Buy zone: $360–$380 MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most. 16. $IREN ~$53 | Buy zone: $30–$35 Nvidia took a 30M share option at $70. That's a floor signal from the most credible source. 17. $NBIS ~$214 | Buy zone: $160–$170 Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.
135
Sophia Montgomery retweeted
Breaking: The Magnificent 7 have lost over ~$3,700,000,000,000 of market capitalization from their all-time highs • Meta: -25.8% • Microsoft: -25.1% • Tesla: -19.0% • Nvidia: -11.6% • Amazon: -11.2% • Alphabet: -9.5% • Apple: -7.8%
52
135
812
126,281
Those eight companies are essentially a concentrated bet on AI infrastructure, cloud computing, software, digital advertising, and next-generation platforms. The Group at a Glance CompanyThemeRisk Level METAAI-driven advertising, social media, VR/ARModerate AMZNCloud (AWS), AI infrastructure, e-commerceModerate GOOGLSearch, AI, cloudModerate MSFTAI, cloud, enterprise softwareModerate PLTRAI software, government/commercial analyticsHigh DDOGCloud observability, AI monitoringHigh CRWDCybersecurityModerate-High RBLXGaming, virtual worlds, youth engagement
29
BTC the biggest liquidity cluster in weeks sitting at 65K untouched waiting price at 61K. clock is ticking.
14
🔥 Bank forecasts for US inflation (CPI). Consensus forecast = 0.52% MoM and 4.2% YoY (rising inflation). Main risk for the market: Not the CPI report itself, but signs of inflationary pressure becoming entrenched. Amid the conflict in the Middle East and risks to oil supplies, inflation expectations among US small businesses have intensified: 34% of companies plan to raise prices—the highest since July 2022—while 36% have already raised prices, the highest since March 2023.
74
I’ll only say this once: Here’s my fastest path to $1M by 2026: 🚫 $AVGO — Don’t buy 🚫 $ARM — Don’t buy 🚫 $ANET — Do not buy 💰 $DDOG — Buy at $208–$222 💰 $OKTA — Buy at $105–$115 💰 $PLTR — Buy at $113–$123 💰 $CRWV — Buy at $605–$620 💰 $NVDA — Buy at $185–$193 People ask me why I don’t make this paid. I’ve already made enough — sharing is my hobby. NFA
100
Sophia Montgomery retweeted
Tomorrow morning I am throwing in $250,000 worth of calls on this stock. I am only sending this stock to the people who LIKE/RETWEET this post. I will only alert the $200,000 stock pick I personally will invest into myself! That’s the way it works, I do not alert plays if I don’t have skin in the game. I will tell you right now that 99% of investors will miss out on the next Nvidia like mover. I WILL NOT and my followers will not as well. If you do not know, $AMZN, $GOOGL, $META, $TSLA, and $AAPL have invested over 100 BILLION DOLLARS combined into AI and now the Data Center Race has started. What stock do you think it is?
$4.96 on $MEC here. 🥷 1002% GAIN. ☢️☢️☢️ TURN ON POST NOTIFICATIONS 🔔
52
48
77
54,392
Sophia Montgomery retweeted
THE STOCK MARKET IS ABOUT TO MAKE "AVERAGE JOES" MILLIONAIRES
43
187
4,004
411,025